Creative Planning’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-80
| Closed | -$2K | – | 3462 |
|
|
2017
Q2 | $2K | Buy |
80
+1
| +1% | +$25 | ﹤0.01% | 4244 |
|
|
2017
Q1 | $2K | Sell |
79
-2
| -2% | -$51 | ﹤0.01% | 4229 |
|
|
2016
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 4185 |
|
|
2015
Q2 | – | Sell |
-1,075
| Closed | -$27K | – | 2731 |
|
|
2015
Q1 | $27K | Buy |
+1,075
| New | +$27K | ﹤0.01% | 2462 |
|
|
2013
Q4 | – | Sell |
-563
| Closed | -$12K | – | 3473 |
|
|
2013
Q3 | $12K | Buy |
+563
| New | +$12K | ﹤0.01% | 2368 |
|